Filed December 14, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,035 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,023 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,187 | $59,186+28.7% | $76,768-0.8% | $56,287+35.4% |
| Participation rate | 93.7% | 75.2%+18.4pp | 77.0%+16.7pp | 69.9%+23.8pp |
| Annual return | -3.43% | 6.62%-10.0pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,054 | $1,759-40.0% | $2,485-57.6% | $2,111-50.1% |
| Participant deferral / active EE | $4,442 | $3,255+36.5% | $3,852+15.3% | $3,350+32.6% |
| Admin fee / account holder | $168 | $489-65.6% | $6,675-97.5% | $521-67.7% |